The work order system is the source for completed work orders, billable hours per work order, and property assignments. Most property management platforms let you run a report filtered by technician, property, date range, and work order status. The report should include the work order number, completion date, technician name, property name, and billable hours. Filter the report to completed work orders only, not open or pending tickets.
The payroll or timecard system is the source for total hours worked, including PTO and sick days. Most payroll systems let you run a report by employee, department, and date range. The report should include the employee name, department, manager, and total hours clocked for the period. Make sure the report includes all paid time, not just billable time.
Reconciling these two systems by technician and date range is the manual workflow most operators use today. Productivity is the biggest property management pain because the data lives in two places and requires manual matching. You pull the work order report, pull the payroll report, then compare total wrench time to total paid hours to calculate time-on-property.
The reconciliation step is necessary because the work order system does not know about PTO and the payroll system does not know about billable hours. The two systems track different things. The work order system tracks work completed and billed to properties. The payroll system tracks hours paid to employees. Time-on-property is the ratio between them.
The matching key is the technician name or employee ID. Make sure the names match exactly between the two systems, or use employee ID if both systems support it. Mismatched names will break the reconciliation. If one system uses first name last name and the other uses last name comma first name, you will need to normalize the names before joining the data.